Montalvo Tax

4722 Sunrise Hwy Suite E
Massapequa Park, NY 11762

Phone:

516-590-3540

Fax:

516-590-3543

E-mail:

peter@montalvotax.com

Calculators

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Contact Us

Please feel free to contact us with any questions.

Welcome to Montalvo Tax

Committed to Helping You Achieve the Highest Return on Your Investment
Welcome and thank you for visiting our website. In addition to providing you with a profile of our firm and the services we provide, this website has been designed to become a helpful resource tool to you, our valued clients and visitors. Our dedication to superior client service has brought us to the Internet as we endeavor to continue to provide the highest quality professional service and guidance.

As you browse through our website, you will see that we have highlighted background information on our firm and the services we provide. We have also included useful resources such as informative articles (in our Newsletters section) and interactive financial calculators (in our Financial Tools section). In addition, we have taken the time to gather many links to external websites that we think would be of interest to our clients and visitors (in our Links section).Please feel free to contact us with any questions or comments you may have - we would love to hear from you. We pride ourselves on being proactive and responsive to our clients' inquiries and suggestions.

Newsletters

What Can You Learn from Your Tax Return?

Tax season may be over, but a completed tax return offers information that can help with financial strategy for the rest of the year.

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Surprise! It’s Retirement Time

Considering some important issues now could provide more options in the event of early retirement.

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The One Big Beautiful Bill Act Extends Tax Breaks for Small Businesses

Here are three important tax provisions from the OBBBA that should provide certainty and stability for small businesses.

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A Mortgage Recast Is an Alternative to Refinancing

Explains how a borrower can lower monthly payments by recasting a mortgage.

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Calculators

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

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